AF
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Allworth Financial’s Kyndryl KD Stock Holding History

Allworth Financial’s Portfolio KD Stock Details KD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$340K Buy
25,880
+7,397
+40% +$130K ﹤0.01% 1131
2025
Q4 		$491K Sell
18,483
-1,676
-8% -$45.4K ﹤0.01% 940
2025
Q3 		$605K Buy
20,159
+8,347
+71% +$287K ﹤0.01% 824
2025
Q2 		$496K Buy
11,812
+766
+7% +$27.7K ﹤0.01% 850
2025
Q1 		$351K Buy
11,046
+1,454
+15% +$54.5K ﹤0.01% 777
2024
Q4 		$373K Buy
9,592
+3,486
+57% +$101K ﹤0.01% 762
2024
Q3 		$140K Sell
6,106
-110
-2% -$2.68K ﹤0.01% 933
2024
Q2 		$170K Buy
6,216
+1,703
+38% +$40.8K ﹤0.01% 875
2024
Q1 		$98.2K Sell
4,513
-58
-1% -$1.23K ﹤0.01% 1030
2023
Q4 		$95K Buy
4,571
+270
+6% +$4.61K ﹤0.01% 964
2023
Q3 		$64.9K Buy
4,301
+153
+4% +$2.27K ﹤0.01% 1034
2023
Q2 		$55.1K Buy
4,148
+70
+2% +$947 ﹤0.01% 1097
2023
Q1 		$60.2K Sell
4,078
-36
-0.9% -$511 ﹤0.01% 1011
2022
Q4 		$45.7K Buy
4,114
+307
+8% +$3.09K ﹤0.01% 1045
2022
Q3 		$31K Buy
3,807
+1,228
+48% +$12.8K ﹤0.01% 1125
2022
Q2 		$25K Buy
2,579
+125
+5% +$1.46K ﹤0.01% 1149
2022
Q1 		$32K Buy
2,454
+83
+4% +$1.25K ﹤0.01% 1053
2021
Q4 		$43K Buy
+2,371
New +$51.2K ﹤0.01% 883

Other funds holding KD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return